MISC

Portfolio Fee & Performance Lookup

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Plan Selected:

(Change) Wisconsin: Edvest

Portfolios

(Select) Active-Based Aggressive Portfolio
(Select) Active-Based Conservative Portfolio
(Select) Active-Based Moderate Portfolio
(Select) Age-Based Option: Age Band 0-4
(Select) Age-Based Option: Age Band 11-12
(Select) Age-Based Option: Age Band 13-14
(Select) Age-Based Option: Age Band 15
(Select) Age-Based Option: Age Band 16
(Select) Age-Based Option: Age Band 17
(Select) Age-Based Option: Age Band 18+
(Select) Age-Based Option: Age Band 5-8
(Select) Age-Based Option: Age Band 9-10
(Select) Aggressive Age-Based Option: Age Band 0-4
(Select) Aggressive Age-Based Option: Age Band 11-12
(Select) Aggressive Age-Based Option: Age Band 13-14
(Select) Aggressive Age-Based Option: Age Band 15
(Select) Aggressive Age-Based Option: Age Band 16
(Select) Aggressive Age-Based Option: Age Band 17
(Select) Aggressive Age-Based Option: Age Band 18+
(Select) Aggressive Age-Based Option: Age Band 5-8
(Select) Aggressive Age-Based Option: Age Band 9-10
(Select) Balanced Portfolio
(Select) Bank CD Portfolio
(Select) Bond Index Portfolio
(Select) Index-Based Aggressive Portfolio
(Select) Index-Based Conservative Portfolio
(Select) Index-Based Moderate Portfolio
(Select) International Equity Index Portfolio
(Select) Large-Cap Stock Index Portfolio
(Select) Principal Plus Interest Portfolio
(Select) Small Cap Stock Index Portfolio
(Select) Social Choice Portfolio
(Select) U.S. Equity Active Portfolio

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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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